Added to YB: 2026-02-04
Pitch date: 2026-01-31
MSFT [neutral]
Microsoft Corporation
+26.14%
current return
Author Info
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Company Info
Microsoft Corporation, a technology company, develops and supports a portfolio of technology solutions for individuals and businesses worldwide.
Market Cap
$4.0T
Pitch Price
$427.65
Price Target
N/A
Dividend
0.67%
EV/EBITDA
19.77
P/E
30.15
EV/Sales
12.27
Sector
Software
Category
growth
Show full summary:
The Wolf of Harcourt Street | Portfolio Review - January 2026 - New Position: Microsoft Corporation
MSFT (added to position): Added after 2+ years waiting. At ~24x forward P/E, reasonable valuation for business that can grow earnings double-digits for another decade, driven by powerful secular tailwinds in cloud and AI. Previously too greedy waiting for lower multiple.
Read full article (1 min)